Morgan Stanley Institutional Advantage Portfolio Class L (MAPLX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
28.32
+0.28 (1.00%)
Jul 3, 2025, 4:00 PM EDT
57.68%
Fund Assets 213.89M
Expense Ratio 0.99%
Min. Investment $1,000
Turnover 57.00%
Dividend (ttm) 0.33
Dividend Yield 1.15%
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date Dec 11, 2024
Previous Close 28.04
YTD Return 20.77%
1-Year Return 59.72%
5-Year Return 33.18%
52-Week Low 16.63
52-Week High 28.38
Beta (5Y) n/a
Holdings 32
Inception Date Jun 30, 2008

About MAPLX

Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Class L is an actively managed mutual fund focused on achieving long-term capital appreciation. The fund primarily invests in established, large-cap companies that exhibit strong brand recognition, sustainable competitive advantages, high return on capital, and robust balance sheets. Its portfolio is constructed through a fundamental, bottom-up investment approach, with a focus on both growth and value opportunities across diversified sectors. Notably, the portfolio displays a significant orientation toward technology and consumer-focused companies, with top holdings including names like Cloudflare, Snowflake, Shopify, DoorDash, and Uber Technologies. The fund benchmarks its performance against the Russell 1000 Growth and S&P 500 indices, aiming to outperform through selective stock picking and risk-adjusted growth. Additionally, the fund considers environmental and social responsibility in its investment process, targeting companies that demonstrate responsible business practices. With a relatively concentrated portfolio—over 60% allocated to its top 10 holdings—and an expense ratio of 0.99%, the fund offers exposure to U.S. large-cap growth equities, playing a prominent role for investors seeking access to leading innovative and socially conscious corporations in the equity market.

Fund Family Morgan Stanley
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol MAPLX
Share Class Class L
Index Russell 1000 Growth TR

Performance

MAPLX had a total return of 59.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.27%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FACGX Fidelity Fidelity Advisor Growth Opportunities Fund - Class C 1.49%
FAGOX Fidelity Fidelity Advisor Growth Opportunities Fund - Class M 0.99%
FAGCX Fidelity Fidelity Advisor Growth Opportunities Fund - Class I 0.49%
FZAHX Fidelity Fidelity Advisor Growth Opportunities Fund - Class Z 0.37%
FAGAX Fidelity Fidelity Advisor Growth Opportunities Fund - Class A 0.74%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
MADSX Class R6 0.81%
MPAIX Class I 0.85%
MAPPX Class A 1.20%
MSPRX Class C 1.95%

Top 10 Holdings

61.90% of assets
Name Symbol Weight
Cloudflare, Inc. NET 10.42%
DoorDash, Inc. DASH 7.34%
Tesla, Inc. TSLA 6.43%
MercadoLibre, Inc. MELI 6.22%
Shopify Inc. SHOP 5.98%
MicroStrategy Incorporated MSTR 5.75%
Royalty Pharma plc RPRX 5.05%
Roblox Corporation RBLX 4.99%
Snowflake Inc. SNOW 4.87%
CrowdStrike Holdings, Inc. CRWD 4.84%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 11, 2024 $0.32636 Dec 11, 2024
Dec 12, 2022 $3.42734 Dec 12, 2022
Dec 11, 2020 $2.2308 Dec 11, 2020
Dec 11, 2019 $0.49065 Dec 11, 2019
Nov 14, 2018 $0.95203 Nov 14, 2018
Jul 3, 2018 $0.38284 Jul 3, 2018
Full Dividend History